Client Executive for Signature Insurance
Acera Insurance Services Ltd.
Elevate your career with Acera as a Client Executive in Signature Insurance, managing high net-worth clients. Deliver exceptional customer service and utilize your technical skills for success in a supportive environment. This full-time, permanent role focuses on providing top-notch service to an existing client base while actively pursuing new business opportunities. As a Client Executive, you’ll engage with clients in person and through various channels, ensuring their needs are met with professionalism. The position involves up-selling, cross-selling, and daily client interactions. Key Responsibilities:
- Provide excellent service to existing high net-worth clients
- Write and manage new business accounts
- Participate in up-sell and cross-sell initiatives
- Handle daily client servicing activities
- Assist management with various duties as needed
- Level 2 Insurance License preferred
- 3-5 years of Personal Insurance experience
- Pursuing CAIB or CIP designation is a plus
- Strong customer service skills demonstrated
- In-depth knowledge of personal insurance products
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